Overview

Titleist Asset Management (TAM) provides value for advisors who are looking for a partner in their transition, succession, or continuity plan.

TAM was established in 2003 as a Broker Dealer and Registered Investment Advisor. Dual registration enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, industry leading technology and access to a team of investment professionals that specialize in securities analysis, financial planning and portfolio management. Our business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. Our clientele includes institutions, retail, charities, trusts, foundations, partnerships and corporations.

Titleist Asset Management is registered with the SEC, FINRA, NFA, CFTC, MSRB, Texas Department of Insurance and a member of SIPC.

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